TCWA
Turtle Creek Wealth Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
+1,594
| New | +$235K | 0.03% | 246 |
|
|
2024
Q4 | – | Sell |
-2,398
| Closed | -$325K | – | 170 |
|
|
2024
Q3 | $325K | Buy |
2,398
+804
| +50% | +$109K | 0.07% | 131 |
|
|
2024
Q2 | $194K | Hold |
1,594
| – | – | 0.05% | 155 |
|
|
2024
Q1 | $201K | Sell |
1,594
-284
| -15% | -$35.8K | 0.05% | 147 |
|
|
2023
Q4 | $214K | Buy |
+1,878
| New | +$214K | 0.06% | 142 |
|